Wai Kee  Chan,  CFP<sup>&reg;</sup> - Financial Advisor

Wai Kee Chan, CFP®

555 South St
Honolulu, HI 96813
(415) 577-6228 CONNECT WITH Wai Kee
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General

Wai Kee Chan is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at in Honolulu, HI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Morgan Stanley Smith Barney

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Women's Finances

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